WAM
ERF

Wealthspire Advisors (Maryland)’s Enerplus Corporation ERF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ERF Stock Details ERF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-27
Closed – – 2505
2017
Q2 		$0 Sell
27
-1
-4% -$8 ﹤0.01% 2298
2017
Q1 		$0 Buy
+28
New +$246 ﹤0.01% 2039

Other funds holding ERF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
GMI
Greystone Managed Investments Regina, Saskatchewan, Canada $1.65B AUM 7.9% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ERF Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Enerplus Corporation (ERF) in Q3 2017, closing a stake of 27 shares.

Wealthspire Advisors (Maryland) first reported a position in ERF in Q1 2017 and held it in 2 quarters. The position peaked at $0 in Q2 2017. 187 funds tracked by Wall St. Rank hold ERF as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Enerplus Corporation position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 27 Enerplus Corporation shares in Q3 2017.
  • Wealthspire Advisors (Maryland) first reported a position in Enerplus Corporation in Q1 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Enerplus Corporation position peaked at $0 in Q2 2017.
  • 187 funds tracked by Wall St. Rank held Enerplus Corporation as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.